Index, Smart Beta and Systematic Active Fixed Income

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Why BlackRock for systematic fixed income?

Systematic fixed income strategies employ unique data-driven insights backed by disciplined risk controls that seek to deliver differentiated portfolio outcomes to investors.

Innovative drive
Innovative drive
Over 18 years of innovation across quantitative fixed income investment styles1
Unrivaled scale
Unrivaled scale
Manage over US$1.1trillion in systematic alpha-seeking, factor and index strategies1
Technological leader
Technological leader
Backed by Aladdin, our sophisticated risk management platform

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Learn more about systematic fixed income at BlackRock


Market landscape

Macro trends drive investors to risk-managed low-cost solutions.


Source: BlackRock, for illustrative purposes only.

The future of finance lies with rules-based, data-driven investment styles.

Chairman and CEO of BlackRock
Larry Fink

Investment philosophy and approach

We take fundamentally oriented market insights and validate them with quantitative research through a systematic process to deliver high quality fixed income alpha on a global basis.

We believe our investment process has several competitive advantages:

  • Removes biases
  • Tests ideas before they go in the portfolio
  • Identifies repeatable market opportunities
  • Focuses on the best opportunities on a risk-adjusted basis

There are two core components to the investment process:

  1. Creation of individual alpha strategies
  2. Risk budgeting across multiple investment strategies

Systematic process applies a disciplined, scientific approach

Systematic process seeking to deliver high quality fixed income alpha


Source: BlackRock, for illustrative purposes only.

Systematic fixed income strategies

The fixed income market is moving towards systematic investing. BlackRock’s fixed income platform offers solutions across index, smart beta and systematic active.

Long-only strategies include index, credit screened, multi-sector, smart beta/factors; alternatives strategies include hedge funds and liquid alternatives.


Source: BlackRock, as of December 31, 2018.


Tom Parker
Managing Director, Chief Investment Officer of Systematic Fixed Income
Tom Parker is Chief Investment Officer of Systematic Fixed Income at BlackRock, responsible portfolio construction and research.
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